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CONTACT AN ADVISOR
CONTACT US
CONTACT US
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Women & Investing
About
Why Us?
Our Team
Our Story
Upcoming Events
FAQs
Community Impact
Accolades
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
Valorem Insights
In the News
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
Leave a Legacy
College Readiness Quiz
Our Colorado Team
Wealth Advisors
Kim Gieseler
CFP®, RICP®
Co-Founder & Senior Wealth Advisor
Theodore Swenson
CFP®, AAMS
Co-Founder & Senior Wealth Advisor
Alexa Brascetta
CLU®
Wealth Advisor
Lujane Hanna
Associate Wealth Advisor
Operations
Renee Boulger
Director of Operations
Heidi Schoenberger
FPFQ
Relationship Manager, Registered Administrative Assistant
Advanced Solutions Team
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning
Mark Petersen
CPA, CFP®
Senior Wealth Planner
Matt Lewis
Vice President, Insurance
Matt Kory
Vice President, Retirement Programs
Kimberly Flynn
CFP®
Director, Wealth Planning
Scott Berryman
JD
Director, Trust Services
Mike Valenti
CPA, CFP®
Director, Tax Planning
Chris Tooker
AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Jon Fuller
Manager, Brokerage Solutions
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Ph.D
Director, Investment Platform
Mike Lawrence
CFA®
Portfolio Manager
Grant Engelbart
CFA®, CAIA®
Vice President, Investment Strategist
Barry Gilbert
Ph.D, CFA®
Vice President, Asset Allocation Strategist
Research Department
Kevin Zlomke
Director of Trading
Jake Bleicher
CFA®
Co-Portfolio Manager
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist